Job Summary
A company is looking for a Retirement Consolidation Specialist - Education Rep.
Key Responsibilities
- Provide education on asset consolidation to retirement plan participants and partners
- Assist participants with enrollment processes and handle rollover transactions
- Collaborate with relationship managers and channel partners to address participant needs
Required Qualifications
- Bachelor's degree in a business field or equivalent experience
- One year of experience in the financial services industry
- Proficiency using MS Office
- Experience with customer relationship management (CRM) systems is preferred
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